Our mission is to help improve the quality of our clients’ lives. We believe that the quality of your life requires financial resources to be managed in a manner that supports your physical, spiritual and professional growth. We accomplish this mission through a systematic planning process centered on your unique money personalities and ultimate purpose in life.
We believe in a team-based approach to financial planning and investment management. Our work is centered at the intersection of money and life. While we provide expertise and guidance in all areas of your financial life, our partnership requires you to share that life with us so that we may better align your resources to support you. Financial success at our firm is not defined by the size of your bank account. It is defined by you and how you choose use your resources to reach your personal milestones throughout your lifetime.
Our principals and staff members are committed to life-long learning. We are actively involved in industry organizations such as the Financial Planning Association and the CFA (Chartered Financial Analyst) Institute, and regularly contribute to industry publications and various media outlets. Additionally, we actively engage in collaborative sharing with other leading financial planning firms across the United States to improve our services, systems and efficiencies.
Intelligent Financial Strategies adheres to a fiduciary standard of care at all times when working with our clients. IFS does not sell products, nor does it accept any third party compensation of any kind. Therefore, we do not have any allegiance to any product, service, company, or person. As the need for specific products or services arises, we will work with your existing advisors (insurance agents, attorneys, accountants, bankers, mortgage brokers) or introduce you to folks we know and trust to assemble a cohesive, trusted team of experts to work together with your best interests in mind.
Intelligent Decisions. Simplification. Peace of Mind.
